The International 401(K) Pooled Employer Plan — Form 5500 plan (Austin 3(16) Fiduciary Limited)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The International 401(K) Pooled Employer Plan is a benefit plan reported by Austin 3(16) Fiduciary Limited under EIN 46-2981114 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,483 participants and $64,883,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Austin 3(16) Fiduciary Limited
- EIN
- 46-2981114
- Plan number
- 002
- Plan type
- 3
- Location
- Oceanside, NY
- Latest filing year
- 2023
- Participants
- 1,483
- End-of-year plan assets
- $64,883,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,483 | H, C | 20250310085337NAL0008360691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,883,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,883,172
- Net assets (BOY)
- $50,862,391
Income & contributions
- Employer contributions
- $309,924
- Participant contributions
- $8,260,687
- Total contributions
- $8,743,659
- Total income / additions
- $19,034,602
Expenses & distributions
- Benefits paid
- $4,852,379
- Administrative expenses
- $507,554
- Total expenses
- $5,383,855
- Net increase / (decrease)
- $13,650,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Investment Center, Inc. | NONE | $270,941 | not reported in the loaded dataset | 2023 |
| Rpg Consultants | NONE | $160,564 | not reported in the loaded dataset | 2023 |
| Qbox Fiduciary Solutions, LLC | NONE | $30,009 | not reported in the loaded dataset | 2023 |
| Mg Trust Company | NONE | $29,434 | not reported in the loaded dataset | 2023 |
| Austin 3(16) Fiduciary Limited | NONE | $16,606 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin 3(16) Fiduciary Limited
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oceanside, NY
- The Investment Center, Inc. — Schedule C compensation
- Rpg Consultants — Schedule C compensation
- Qbox Fiduciary Solutions, LLC — Schedule C compensation
- Mg Trust Company — Schedule C compensation
- Austin 3(16) Fiduciary Limited — Schedule C compensation